Whether you use Microsoft Word for your school or business projects, repetitive tasks like formatting and using the same elements can be time-consuming. Consider creating a template for a project or document that you create with Word.
Microsoft Word provides several templates that you can check out. These Word templates have standard properties for repeated copying across documents that require the same formatting. However, you can create custom templates to make your documents stand out and store them for future use. Here’s how to create and use custom document templates in Microsoft Word.
How to Create a Custom Document Template in Microsoft Word
Creating a document template in Microsoft Word is similar to making a tutorial or making a template for a tool. The differentiating factor between a document template and a simple document is how they are saved. Here’s how to create a custom document template.
Step 1: Click the Windows button to open the Start menu and type from in Windows search.
Step 2: From the results that appear, click on the Microsoft Word application or document to open it.
Step 3: On the Word canvas, enter the document content, properties, and format you want to use as a template. They can be headers, footers, headers, images, backgrounds or other elements.
Step 4: On the Word Ribbon, click the File tab in the upper right corner.
Step 5: Click the Open button.
Step 6: On the Open window, click the Browse button to launch your File Library.
Step 7: From your File Library menu, click the Documents tab.
Step 8: From the list of folders in your Documents library, click the Custom Office Templates folder.
Step 9: In the text box next to File name, give your template a name.
Step 10: Click the File type drop-down menu next to the file name text box and select Word Template (.dotx) from the list. Choose Word (97-2003) if you plan to use the template with an earlier version of Word.
Step 11: Click Save to save your new template.
You can choose to save your document templates in OneDrive, SharePoint, or any other cloud location. However, saving it in the Custom Office Templates folder on your PC drive will make it easy to find the template whenever you need it.
How to Edit a Custom Document Template in Microsoft Word
If, after creating a custom document template, you’ve added changes to make, here’s how.
Step 1: Press the Start button and type from to search for apps.
Step 2: From the results that appear, click on the Microsoft Word application or document to open it.
Step 3: On Word’s Ribbon, click the File tab.
Step 4: Click the Open button.
Step 5: On the Open window, click the Browse button to launch your File Library.
Step 6: From your File Library menu, click the Documents tab.
Step 7: From the list of folders in your Documents library, click the Custom Office Templates folder.
The Custom Office Templates folder serves as the default location for any custom templates you create. However, if you have stored your custom templates in the cloud or another location on your PC, you will have to navigate to them to import them.
Step 8: Choose a template from the displayed options.
Step 9: Click the Open button to view the template in Word and make your changes.
Step 10: Click the Save button on the Microsoft Word Ribbon to save the changes to your template.
How to use custom document templates in Microsoft Word
After creating and saving a custom document template, using it also becomes easy. It’s very similar to using Microsoft Word’s default templates. Here’s how to create a document using a custom Templete:
Step 1: Press the Start button and type from to search for apps.
Step 2: From the results that appear, click on the Microsoft Word application or document to open it.
Step 3: On Word’s Ribbon, click the File tab.
Step 4: Click the New button to preview the available Word templates.
Step 5: Scroll down the page and you will see two options – Office and Personal. For Microsoft Office templates, click Office, while for your custom templates, click Personal.
Step 6: Click on your custom template from the options shown below Personal and the template will be launched in Microsoft Word for you to use.
Create custom color themes in Microsoft Word
You can also personalize the color theme used in Word in addition to your template. Color themes typically affect your Word background, text, and links. For common tasks that require the same color sets, creating and saving custom color themes saves time and effort.
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